The new products of Sihuan medicine have been approved, and the collagen medical skin repair dressing can be expected in the future
This week (March 1st), three types of medical skin repair dressings, including recombinant III collagen gel dressings, skin repair dressing and medical skin repair patches, were independently developed by the Fourth Ring medical bulletin company, and obtained the II class medical device registration certificate issued by the State Drug Administration. Medical skin repair dressing is a medical material used to temporarily cover the surface of wounds and wounds, which is conducive to wound healing. It is a complementary product of medical and aesthetic projects. In recent years, with the gradual daily consumption of medical beauty, the demand for post repair of medical art has also promoted the rapid growth of dressing market. According to Frost & Sullivan data, the market scale of medical skin repair dressings in China was about 4.18 billion yuan in 2020, and the CAGR reached 105.7% from 2016 to 2020. The three medical dressing products approved by Sihuan medicine this time contain type III collagen, which has good moisturizing, hemostatic and repair effects. It is a common component of medical dressing. Chuangfukang, chuang'ermei and kefumei also take it as the main functional component. In addition, the collagen dressing products of Sihuan medicine focus on the post repair of medical art, which can form a synergistic and complementary product portfolio with other medical beauty products after listing, so as to further broaden the company's medical beauty territory. Compared with other common dressing ingredients, the unique triple helix structure of active collagen molecules greatly increases the difficulty of extraction and preparation, which makes it have a higher barrier. In addition, the registration approval level of collagen medical dressing can be up to class III, which also reflects that collagen medical dressing has higher requirements for the enterprise's technical level and production capacity. On the whole, collagen medical dressing products have good product performance and certain competitive barriers. In the future, with the further improvement of medical and American consumption penetration, the company that first released collagen medical dressing is expected to benefit.
Industry Keywords: Polaris plan, statistical bulletin, shop secretary, huaxizi, variable beauty welfare society, etc
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Plate Market Review
This week (February 28 - March 4), the retail trade index closed at 288497 points, down 1.61%, 1.50 percentage points lower than the Shanghai Composite Index (down 0.11% this week), ranking 20th among the 31 primary industries. Among the retail segments, the commercial property management segment performed better this week, and the commercial property management segment has led the increase since the beginning of 2022. In terms of individual stocks, Chang Chun Eurasia Group Co.Ltd(600697) (+ 17.3%), Zhe Jiang Dong Ri Limited Company(600113) (+ 17.1%), Jiangsu Holly Corporation(600128) (+ 14.7%) rose ahead this week.
Investment suggestion: pay attention to the leading brands of cosmetics, medical beauty and gold jewelry
Investment main line 1 (cosmetics): continuous verification of large single product + multi-channel logic, focusing on recommending domestic beauty leaders Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Lushang Health Industry Development Co.Ltd(600223) , and cosmetics raw materials leaders of beneficiary objects Nanjing Cosmos Chemical Co.Ltd(300856) etc; Investment main line 2 (medical beauty): focus on recommending the leading products of medical beauty Imeik Technology Development Co.Ltd(300896) , the layout of the whole industrial chain Bloomage Biotechnology Corporation Limited(688363) ; Investment main line 3 (gold jewelry): pay attention to the high consumption boom of gold jewelry in the Spring Festival and the increase in the market share of head brands. Focus on Chow Tai Seng Jewellery Company Limited(002867) (multi-faceted empowerment of provincial representative model), and benefit targets such as Chow Tai Fook, Guangdong Chj Industry Co.Ltd(002345) , etc.
Risk tips: macroeconomic risks, repeated epidemics, intensified industry competition, etc.
